Investment Idea Sharing - July 26, 2014:
See my wife’s stock buy this week (MCD) and my
Covered Call sell (STM) below.
I will be on vacation for the next two weeks,
and will not send out this newsletter and will not update the information on
the website. The next data update will
be Sunday August 17.
With the American stock markets staying near
all time highs, I recommend you read this article from “The Motley Fool” that
was on the web in Jan. 2014. http://www.ultimatestockfinder.com/5_basic_rules_of_good_investing.html
Their 5 rules are very simple and I read them
again this morning to be sure I am continuing to follow them in my
investing. For me, their Rule #5 “The
Odds of Experiencing Stock Market Volatility are Exactly 100%” reminded me to
re-read this article by Mark Hulbert. http://www.marketwatch.com/story/has-the-beginning-of-the-end-of-the-bull-market-begun-2014-06-25?dist=beforebell
Stock Market volatility can work in my favor
if I remember to only buy good companies at 52 Week low (or longer) low
prices. When the markets are in a huge
long term upswing like the past 4 years, this watching and waiting becomes ever
more difficult to do. But the other main
rule for investing is “Buy Low, Sell High”.
In times like now, this really takes a lot of patience.
Last week, the world market indices were mostly
flat, except for Toronto (TX60.TS) which hit a new 5 year high this week. http://us.spindices.com/indices/equity/sp-tsx-60-index
The Dow Jones 30 Industrials and S&P 500 are
still very near all time highs.
I will continue to look for stocks that have
good fundamental financial values, but stock prices near 52 week lows.
Summary Table of Worldwide Market Index
Closing values for this week:
Next Monthly Meeting 2nd Tuesday of Each Month:
I need to move the August monthly meeting to
the 3rd Tuesday for August only.
It will be Tuesday, August 19, 2014, 7:30 PM
at my house.
Here are my Stock BUYs for This Week:
Stock Symbol: MCD
Buy Date:
7/23/2014
Buy Price: $95 (currently pays 3.2% dividend)
Target Sell Price: $100
Here is the 5 Year Chart for MCD:
This week, McDonald’s reported weak quarterly
results. The market punished them pretty
harshly. http://wallstcheatsheet.com/business/mcdonalds-sees-weakness-after-double-dose-of-bad-news.html/?ref=YF MCD does NOT meet hardly any of my fundamental
value (Red Cell) critieria for a good buy, but my wife likes them. She manages a portion of our total portfolio,
and our deal is that she can buy whatever she wants without my approval. She made this buy for MCD.
Here are my Stock SELLs for This Week:
Stock Symbol:
Sell Date:
Sell Price:
Buy Price:
Buy Date:
Here are my Mutual Fund BUYs for This Week:
Fund Symbol:
Buy Date:
Buy Price:
Target Sell Price:
Here are my Option (CALL or PUT) Sells/Buys for This Week:
Option: Covered Call
Stock Symbol: STM
Sell to Open Date: 7/21/2014
Expiration Date: 1/17/2015
Strike Price: $10
Option Price: $.60
Visit www.ultimatestockfinder.com to download our Stock
Evaluator and Mutual Fund Evaluator spreadsheets, read training articles and
check out all our web links for investing information.
StockEvaluator ‘Short List’
‘Short List’ screens using 12 fundamental
value limits that I want to see in a stock before considering it as a possible
buy.
View our training video that shows how to
enter your preferred values for each of these ‘Short List’ screening limits:
View the Stock Evaluator ‘Short List’
screening criteria and target limit values here: http://www.ultimatestockfinder.com/short_list_12_criteria.JPG
Mutual Fund Evaluator ‘Short List’
View the Mutual Fund Evaluator ‘Short List’
screening criteria and target limit values here:
Please remember to send me any other
investing ideas, information or questions that you want to share with the group.
Thanks,
John D.
Disclosure: The author has no positions in any of the
stocks or mutual funds mentioned in this article unless clearly stated above. We
certify that except as cited herein, this is our work product. We received no
compensation or other inducement from any party to produce this article. Please see our full legal disclaimer at: http://www.ultimatestockfinder.com/stockevaluator_disclaimer.html
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